Back In the Contacts section under CRM, the Contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of contact in DocketManager, ...

Back In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of contact in DocketManager, all communication...

Back There are a few ways to open a Contact Edit modal. CRM > Contact > Edit from vertical ellipses drop-down Contact View page > Actions > Edit Customer View page > Contacts s...

Back In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of contact in DocketManager, all communication...

Back The Locations section of the Contact Edit modal allows for locations to be set for a Contact. All contacts can have one default shipping location and one default billing location, but can ha...

Back Step     Action   1.      Select {CRM} and then select the Contacts tab. Note: Contacts cannot be individually sele...

Back Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The system will determine if a recalculat...

Back Contacts can have credit cards stored on their profiles in DocketManager, making it easier to apply payments to their orders. Adding Financial Profiles for a Contact Step  &am...

To Navigate to Contacts: Step      Action   1.        Select {CRM} and then select the Contacts tab.   2.        Use search filters to locate the desired Contact.   3.        Select the contac...

Back The Contact View page is divided into the following sections:   Section Description Actions The following Actions can be taken for a contact: Edit - Opens the Contact Edit page. Ema...